Filed February 5, 2015 (most recent of 3 filings on file)
Total covered: 3 employees
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,432 | $149,446-20.1% | $256,809-53.5% | $94,015+27.0% |
| Participation rate | 91.4% | 85.3%+6.1pp | 88.5%+2.8pp | 70.8%+20.6pp |
| Annual return | 17.67% | 17.55%+0.1pp | 32.73%-15.1pp | 17.84%-0.2pp |
| Employer contribution / active EE | $2,745 | $4,596-40.3% | $7,263-62.2% | $2,790-1.6% |
| Participant deferral / active EE | $3,032 | $6,491-53.3% | $9,520-68.2% | $4,249-28.7% |
| Admin fee / account holder | $1,162 | $24,035-95.2% | $25,146-95.4% | $8,951-87.0% |